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Our 2019 Financial Goal

Family Balance Sheet

In previous years, I would create a long list of financial goals, only to have little accomplished by the end of the December. I almost stopped writing goals down altogether. In 2018, we decided to focus on just 2 main financial goals and before I share my 2019 goals I thought I would give you a recap on 2018.

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Family Vital Information Binder

Family Balance Sheet

In fact, it was one of my 2020 financial goals. I found this to be a concise, less-cluttered way to keep all of our financial information organized. Medical Info – includes health insurance details and names and details of our doctors, dentists, and other specialists.

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It’s Frugal Friday: 10/28/16

Family Balance Sheet

It’s Frugal Friday: A recap of how we frugal-ed our way through the week so that we have more money to put towards our financial goals. This Week’s Financial Challenges: I bought one daughter’s Halloween costume at a pop-up Halloween store. So we are now in the market for new health insurance.

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Our 2018 Financial Goals

Family Balance Sheet

Did you make 2018 financial goals ? My husband and I discussed some ideas over our holiday break and we decided on 2 solid must-achieve financial goals for the year. If we complete them early, we’ll move on to 2 additional goals that are on our radar. Read our Health Insurance Story: .

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I Just Graduated. Isn’t It Too Early to Talk About Life Insurance? – Life Happens

Savings Corner

Consider directing at least a portion of your pay toward long-term financial goals, like saving for retirement and purchasing a life insurance plan. This is also an opportune time to explore the life insurance offered through your new employer. Insurers also determine how much you will pay, which is called your premium.

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Get your FREE Family Balance Sheet Excel Spreadsheet

Family Balance Sheet

Back in October 2003, I left a corporate career as a department store buyer with a nice reliable paycheck and benefits– including health insurance –to join my husband in the land of self-employment. We are working towards some pretty big financial goals and we’ve hit quite a few already.

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Managing Family Finances: Tips and Strategies for a Better Financial Future

Penny Pinchin' Mom

The problem is that the world of life insurance is vast, and not every policy is going to be ideal for you. Health insurance: This is a must; should someone get critically ill, mountains of medical bills can bury you very quickly. Therefore, it’s important to do your research as you pick and choose.